Strategic Wealth Investment Group, LLC Salesforce, Inc. Transaction History

Strategic Wealth Investment Group, LLC

$876 Million
Q3 2024

A detailed history of Strategic Wealth Investment Group, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 50,862 shares of CRM stock, worth $17.5 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares

50,862

Previous 55,941 9.08%

Holding current value

$17.5 Million

Previous $14.4 Million 3.21%

% of portfolio

1.59%

Previous 1.88%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$238.42 - $276.53 $1.21 Million - $1.4 Million	-5,079 Reduced 9.08%	50,862 $13.9 Million
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $387,839 - $542,132	-1,779 Reduced 3.08%	55,941 $14.4 Million
Q4 2023 Jan 16, 2024	BUY	$196.25 - $267.25 $1.08 Million - $1.47 Million	5,486 Added 10.5%	57,720 $15.2 Million
Q3 2023 Nov 03, 2023	BUY	$202.49 - $234.37 $1.02 Million - $1.19 Million	5,059 Added 10.72%	52,234 $10.6 Million
Q2 2023 Jul 17, 2023	BUY	$188.89 - $223.38 $608,036 - $719,060	3,219 Added 7.32%	47,175 $9.97 Million
Q1 2023 Apr 24, 2023	BUY	$134.8 - $199.78 $1.46 Million - $2.16 Million	10,804 Added 32.59%	43,956 $8.78 Million
Q1 2023 Apr 20, 2023	SELL	$134.8 - $199.78 $564,677 - $836,878	-4,189 Reduced 11.22%	33,152 $6.62 Million
Q4 2022 Jan 27, 2023	BUY	$128.21 - $165.27 $855,288 - $1.1 Million	6,671 Added 21.75%	37,341 $0
Q3 2022 Oct 21, 2022	BUY	$143.84 - $191.27 $374,127 - $497,493	2,601 Added 9.27%	30,670 $4.41 Million
Q2 2022 Aug 08, 2022	BUY	$155.6 - $218.85 $293,617 - $412,969	1,887 Added 7.21%	28,069 $4.63 Million
Q1 2022 Apr 26, 2022	BUY	$190.54 - $255.46 $939,171 - $1.26 Million	4,929 Added 23.19%	26,182 $5.56 Million
Q4 2021 Jan 21, 2022	BUY	$247.21 - $309.96 $480,823 - $602,872	1,945 Added 10.07%	21,253 $5.4 Million
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $984,882 - $1.18 Million	4,146 Added 27.34%	19,308 $5.25 Million
Q2 2021 Jul 16, 2021	BUY	$210.54 - $246.26 $966,589 - $1.13 Million	4,591 Added 43.43%	15,162 $3.7 Million
Q1 2021 Apr 22, 2021	BUY	$205.33 - $248.59 $542,276 - $656,526	2,641 Added 33.3%	10,571 $2.24 Million
Q4 2020 Jan 26, 2021	BUY	$220.15 - $267.07 $1.75 Million - $2.12 Million	7,930 New	7,930 $1.77 Million
Q4 2020 Jan 15, 2021	SELL	$220.15 - $267.07 $1.75 Million - $2.12 Million	-7,947 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$185.51 - $281.25 $122,065 - $185,062	658 Added 9.03%	7,947 $2 Million
Q2 2020 Jul 13, 2020	BUY	$134.06 - $191.65 $88,211 - $126,105	658 Added 9.92%	7,289 $1.37 Million
Q1 2020 Apr 20, 2020	BUY	$124.3 - $193.36 $30,329 - $47,179	244 Added 3.82%	6,631 $955,000
Q4 2019 Feb 11, 2020	BUY	$142.33 - $164.98 $909,061 - $1.05 Million	6,387 New	6,387 $1.04 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Strategic Wealth Investment Group, LLC Salesforce, Inc. Transaction History